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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,105 | $148,582-95.9% | $135,942-95.5% | $139,456-95.6% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 20.60% | 79.26%-58.7pp | 68.28%-47.7pp | 373.45%-352.8pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $621 | $8,101-92.3% | $7,759-92.0% | $6,711-90.7% |
| Admin fee / account holder | $75 | $12,402-99.4% | $10,764-99.3% | $11,407-99.3% |